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Simplicity Solutions’s ASE Group ASX Stock Holding History

Simplicity Solutions’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$293K Buy
31,170
+1,353
+5% +$11.2K 0.01% 846
2023
Q3 		$224K Sell
29,817
-13,184
-31% -$102K 0.01% 867
2023
Q2 		$335K Buy
43,001
+1,189
+3% +$9.15K 0.01% 788
2023
Q1 		$333K Buy
41,812
+10,230
+32% +$74.8K 0.01% 814
2022
Q4 		$198K Buy
31,582
+1,094
+4% +$6.41K 0.03% 627
2022
Q3 		$152K Buy
30,488
+11,428
+60% +$64.4K 0.02% 611
2022
Q2 		$99K Buy
+19,060
New +$127K 0.01% 604

Other funds holding ASX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Simplicity Solutions's ASX Position: Q4 2023 in Review

Simplicity Solutions increased its ASE Group (ASX) stake by 4.5% in Q4 2023, buying an estimated $11.2K and bringing the position to 31,170 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #846.

Simplicity Solutions first reported a position in ASX in Q2 2022 and has held it in 7 quarters since. The position peaked at $335K in Q2 2023. 264 funds tracked by Wall St. Rank hold ASX as of Q4 2023.

  • Simplicity Solutions held 31,170 shares of ASE Group worth $293K as of Q4 2023.
  • Simplicity Solutions bought 1,353 ASE Group shares in Q4 2023, an estimated $11.2K.
  • ASE Group made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #846 holding.
  • Simplicity Solutions first reported a position in ASE Group in Q2 2022 and has held it in 7 quarters since.
  • Simplicity Solutions's ASE Group position peaked at $335K in Q2 2023.
  • 264 funds tracked by Wall St. Rank held ASE Group as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.